Welcome back! We have spent the last three years in a breathless hype cycle where the world's biggest chipmaker funded its own customers and venture capitalists threw money at anything with a .ai domain. Today, we are seeing the music start to slow down. NVIDIA may be stepping back from investing in the two biggest AI labs on the planet.
In today’s Generative AI Newsletter:
NVIDIA may stop investing in OpenAI and Anthropic.
VCs are paying two different prices for the same AI equity.
Firefox launches a global AI kill switch.
NotebookLM turns research into cinematic videos.
